Pub 1 2021 Issue 4

Creative Planning provides a full suite of investment, tax, estate planning and trust services capabilities through our team of in-house CPAs, attorneys and CFP ® professionals. We support you as you deepen client relationships and solve a wide range of financial challenges. We offer a simple and seamless process that is easy to implement and allows you to access our services only when you need them. If you’re ready for a new approach, it’s time to get Creative. Call for a complimentary guide and to schedule a consultation. We look forward to supporting you. Clay Baker, CFP ® 314.882.6940 Clay.baker@creativeplanning.com Wealth management solutions for your community bank customers Broaden your services. Deepen client relationships. Enhance your bank’s reputation.